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Parttime Financial Planner Jobs in Wisconsin (NOW HIRING)

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

... Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning ...

Harley-Davidson

Lead Financial Systems

Milwaukee, WI · On-site

$104K - $161K/yr

Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small ... One full life cycle ERP implementation Preferred * Prior experience as a Product Owner or ...

Harley-Davidson

Lead Financial Systems

Milwaukee, WI

$104K - $161K/yr

Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small ... One full life cycle ERP implementation Preferred * Prior experience as a Product Owner or ...

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI

$84K - $104K/yr

Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small ... * Assist financial planning with forecasting, budgeting, and variance analysis. * Serve as a ...

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

Harley-Davidson Motor Company Full or Part-Time: Full Time Shift: SHIFT1 In 1903, out of a small ... * Assist financial planning with forecasting, budgeting, and variance analysis. * Serve as a ...

Green County, WI

Health Planner-Public Health

Monroe, WI · On-site

$31.88 - $36.08/hr

N3152 State Highway 81, Monroe, WI Job Type: Part-Time Job Number: 2021-00427 Department: Public ... Management and Finance: ? Monitor and track all department staff preparedness training needs ...

Green County

Health Planner-Public Health

Monroe, WI · On-site

$31.88 - $36.08/hr

Description/Summary The part-time, 16 hour/week Health Planner is a grant funded position ... Management and Finance: . Monitor and track all department staff preparedness training needs ...

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All JobsParttime Financial Planner JobsParttime Financial Planner Jobs in Wisconsin

Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

What are popular job titles related to Parttime Financial Planner jobs in Wisconsin? For Parttime Financial Planner jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Wisconsin look for? The top searched job categories for Parttime Financial Planner jobs in Wisconsin are:
What cities in Wisconsin are hiring for Parttime Financial Planner jobs? Cities in Wisconsin with the most Parttime Financial Planner job openings:
Parttime Financial Planner jobs near you

Financial Education Specialist - Wisconsin

All Financial Freedom

Madison, WI • Remote

$30K - $50K/yr

Part-time

Re-posted 23 days ago

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications

  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path

Growth into education leadership, training, or management roles.

Employment Type: PART_TIME

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